Prevail Innovative Wealth Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$968K	Sell	1,488 -10,769	-88%	-$7.32M	0.16%	127
2025 Q4	$8.36M	Buy	12,257 +1,498	+14%	+$1.01M	1.5%	9
2025 Q3	$7.17M	Buy	10,759 +774	+8%	+$496K	1.39%	10
2025 Q2	$6.17M	Sell	9,985 -1,101	-10%	-$629K	1.38%	14
2025 Q1	$6.2M	Sell	11,086 -4,977	-31%	-$2.93M	1.65%	10
2024 Q4	$9.41M	Buy	16,063 +8,193	+104%	+$4.83M	2.73%	3
2024 Q3	$4.52M	Buy	+7,870	New	+$4.35M	1.38%	18
2024 Q2	–	Sell	-1,034	Closed	-$541K	–	185
2024 Q1	$541K	Sell	1,034 -2,580	-71%	-$1.28M	0.2%	124
2023 Q4	$1.72M	Buy	3,614 +27	+0.8%	+$12K	0.82%	51
2023 Q3	$1.53M	Buy	+3,587	New	+$1.6M	0.8%	54

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prevail Innovative Wealth Advisors's SPY Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 88% in Q1 2026, selling an estimated $7.32M and leaving 1,488 shares worth $968K. The position accounts for 0.16% of the portfolio, ranked #127.

Prevail Innovative Wealth Advisors first reported a position in SPY in Q3 2023 and has held it in 10 quarters since. The position peaked at $9.41M in Q4 2024. 4,553 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Prevail Innovative Wealth Advisors held 1,488 shares of State Street SPDR S&P 500 ETF Trust worth $968K as of Q1 2026.
Prevail Innovative Wealth Advisors sold 10,769 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $7.32M.
State Street SPDR S&P 500 ETF Trust made up 0.16% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #127 holding.
Prevail Innovative Wealth Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2023 and has held it in 10 quarters since.
Prevail Innovative Wealth Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $9.41M in Q4 2024.
4,553 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.